Paraplanner and/or PA - UK


Vacancies in UK

Job reference: UKFA-2203-10330

Short Description

Employed opportunities in East Anglia and Kent for Paraplanners and/or PAs. Salaried roles.

Job Detail

The Company

Our Client has been operating in the industry for over 15 years and is a trusted, well-known name in East Anglia, Kent and the surrounding areas. They are a family-run company who have become one of the largest firms in the region. 

Their business is rapidly expanding and they are looking for Paraplanners and/or PAs to add to their existing team and assist in driving the company forward. A role with our Client enables employees to be a part of a dedicated team who are committed to offering the best service to their own Clients. Employed opportunities are available in Norwich and Sevenoaks. 

USPs:

  • A large firm but with a family feel
  • Focused on culture and community in the workplace
  • Low attrition rate; employees are committed long term
  • Career growth opportunities
  • Employed roles with salaries, bonus structure and benefits
  • Continuous support, training and tools to enable each employee to be successful 
Main job tasks include: 

  • Preparation of New Business Files
  • Submission of New Business files and also the data input of the recommendation and client details on the back office system.
  • Post Sales - pipeline/case submission chasing
  • Manage Review process:
    • Book in client review (if required)
    • Completion or management of completion of the portfolio review report
    • Action the outcome of the review and audit of the review
  • Client change of agency and information collection
  • Diary management including booking appointments
  • Email management of yourself and adviser
  • Ensure income reconciliation is correct and check income statements regularly
  • Lead management:
    • Contact Client (if required)
    • Update the back office system appropriately
    • Feedback to marketing team or introducer (if required)
  • Answering general queries and requests from clients over the phone and by email
  • Submitting requests to the business support team
  • Completion of draft suitability reports
  • Additional Tasks  (if app)
    • Prospecting new business opportunities for advisers to generate new income.

Responsibilities:

  • Ensure their adviser meets with company standard compliance requirements.
  • Ensure all service levels are met for relevant clients and audited correctly
  • Ensure you understand their advisers business and activity target for the year and log/monitor the relevant figures associated.
  • Ensure you understand the current business goals & objectives
  • Ensure that all data added to the back office system is correct and up to date where available.
  • Ensure that you understand workload requirements by associated group resources.
Knowledge:

  • Understand and demonstrate company standard level of skills on all applicable software systems
  • Understand and demonstrate company standard level of knowledge of internal and regulatory compliance requirements
  • Have suitable knowledge on Money Laundering, the company complaint process and TCF.
  • Understand the Insight Service Proposition.

Candidate Profile - Paraplanners/PAs:

  • Good Customer relations
  • Good IT skills
  • Excellent time management skills
  • Attention to detail and accuracy
  • Able to manage and initiate workload
  • Good communication skills
  • Knowledge within financial services is an advantage
  • Knowledge on iO would be desirable (back office)Self-motivated, driven and hungry for business

Remuneration package:

  • Lucrative remuneration package
  • Salary range: GBP 19-25k p/a (based on experience)
  • Pension scheme
  • Free parking at the head office in Norwich


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